Vanguard Mid-Cap ETF shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 11k | 293.74 |
| 2025-06-30 | $2.9M | 11k | 279.82 |
| 2025-03-31 | $2.8M | 11k | 258.61 |
| 2024-12-31 | $2.7M | 10k | 264.14 |
| 2024-09-30 | $357k | 1.4k | 263.86 |
| 2024-06-30 | $328k | 1.4k | 242.07 |
| 2024-03-31 | $338k | 1.4k | 249.83 |
| 2023-12-31 | $315k | 1.4k | 232.58 |
| 2023-09-30 | $282k | 1.4k | 208.19 |
| 2023-06-30 | $298k | 1.4k | 220.11 |
| 2023-03-31 | $378k | 1.8k | 210.88 |
| 2022-12-31 | $336k | 1.5k | 221.49 |
| 2022-09-30 | $354k | 1.9k | 187.80 |
| 2022-06-30 | $371k | 1.9k | 196.82 |
| 2022-03-31 | $440k | 1.9k | 237.58 |
| 2021-12-31 | $386k | 1.5k | 254.45 |
| 2021-06-30 | $360k | 1.5k | 237.31 |
| 2021-03-31 | $336k | 1.5k | 221.49 |
| 2020-12-31 | $314k | 1.5k | 206.99 |
| 2020-09-30 | $267k | 1.5k | 176.01 |
| 2020-06-30 | $249k | 1.5k | 164.14 |
| 2020-03-31 | $268k | 1.5k | 177.95 |
| 2019-12-31 | $268k | 1.5k | 177.95 |